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Helping Clients Navigate through Gray Divorce
Guest Expert: Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™
Date:
Attendee's Excellent Rating: 88%
Webinar Replay Description

Divorce is difficult at any age. Divorcing later in life presents it own's challenges.

This replay features family law attorney Carla Donnelly, Esq. and financial planner Diane Pearson, CFP®, CDFA® sharing their insights learned from years of helping mature clients going through a divorce. Carla explained how property is considered in the context of divorce and the value of prenuptial agreements. Diane used a client case while explaining the 7 considerations she evaluates when practicing divorce planning. These include:   

  • Divorce Budget
  • Asset Values
  • Social Security
  • Insurance
  • Pension/Retirement Plans
  • College Expenses
  • Estate Planning 
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